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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
Unclaimed

Mercer Global Advisors Inc. | CFP ® (Certifications)

location

McLean, VA

0 Disclosures

ADVISOR BIO

Keenan Stout is a financial advisor with over 14 years of experience in the industry. Keenan holds a Series 66, Series 7, Series 9, Series 10, Series 24, and SIE licenses and is a Certified Financial Planner. Keenan is currently registered with Mercer Global Advisors Inc. where they provide financial planning, portfolio management, and other advisory services. Previously, Keenan worked for Morgan Stanley, E*TRADE SECURITIES LLC, and LPL FINANCIAL LLC. Keenan works with individuals, high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed

Mason Investment Advisory Services Inc.

location

RESTON, VA

0 Disclosures

ADVISOR BIO

Keenan Malcolm Bailey is an investment advisor representative at Mason Investment Advisory Services Inc., which specializes in providing financial planning, portfolio management services for individuals and businesses, as well as selection of other advisors. Keenan has worked in the financial services industry since 2017. Keenan has a Series 65 license, the Uniform Investment Adviser Law Examination, and holds registrations in Virginia.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

HERNDON, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kehinde Soyannwo is a financial advisor at PNC Investments LLC, specializing in investments and financial planning. Kehinde has been in the financial industry for over 11 years and has experience with a variety of firms. Kehinde is registered with the state of Virginia as both a broker and an investment advisor. Kehinde holds Series 7, Series 63, and Series 65 licenses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

CHESAPEAKE, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Keinesha Patterson is a financial professional with over 20 years of experience in the industry. Keinesha is currently registered with PFS Investments Inc., and is licensed to conduct business in Virginia. Keinesha has passed the Series 6, Series 26, and Series 63 exams.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

RICHMOND, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Keisha High is a registered representative with PFS Investments Inc. based in RICHMOND, VA. Keisha has been in the industry since June 3, 2021. She is licensed in multiple states including Virginia, Maryland, and North Carolina. Keisha provides portfolio management for individuals and offers various investment products. She is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Truist Advisory Services, Inc.

location

CUPEPER, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Keith Andrew O'Brien is a financial advisor associated with Truist Advisory Services, Inc. He has been in the industry since May 22, 2001. Keith is registered to provide investment advice and broker-dealer services in multiple states. Keith's practice offers financial planning, portfolio management for individuals and businesses, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Mariner Independent

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Keith Muth is a financial advisor with Mariner Independent Advisor Network, located in Richmond, VA. Keith has over 10 years of experience in the financial services industry and specializes in investment management, financial planning, and retirement planning. Keith is a registered investment advisor in the state of Virginia. Keith holds the Series 7, Series 66, and SIE licenses. Keith is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Virginia Beach, VA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Keith Berenguer is a financial advisor registered with Ameriprise Financial Services, LLC. Keith has been in the industry since 1995 and has previously worked with Securities America, Inc., Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Dean Witter Reynolds Inc. Keith has passed the Series 31, Series 63, Series 65, Series 66, and Series 7 exams. Keith has an approved registration in 28 states with a total of 25 branch office locations. Keith has a specialization in Asset Allocation Services. Keith Berenguer can provide the following services: financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Edward Jones | CFP ® (Certifications)

location

CARROLLTON, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Keith Compton is a financial advisor with Edward Jones. He has over 8 years of experience in the financial services industry. Keith is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, Series 7 and SIE licenses. Keith is a Certified Financial Planner™ professional and can provide financial planning and investment advice to individuals and families. He is also a Registered Investment Advisor (RIA). Keith is currently registered in 23 states and the District of Columbia and is available to serve clients nationwide. He is committed to providing personalized financial guidance to help his clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Sowell Management

location

Williamsburg, VA

disclosure

2 Disclosures

ADVISOR BIO

Keith Collins Reagan is a registered Investment Advisor Representative with Sowell Management. Keith has over 30 years of experience in the financial services industry. Keith has been registered with the state of Virginia since 2021 and has previously worked for PROSPERA FINANCIAL SERVICES, INC. and MICG INVESTMENT MANAGEMENT, LLC. Keith specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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